AccuLynx + HubSpot
Upload files to HubSpot when new jobs by milestone are listed in AccuLynx
When a new milestone is reached for jobs listed in your AccuLynx account, ensure the documentation stays updated in your HubSpot account too. This automation saves you time by sending details directly to HubSpot, keeping your records consistently organized. It helps in efficiently managing jobs by milestone events and streamlines information flow.
When a new milestone is reached for jobs listed in your AccuLynx account, ensure the documentation stays updated in your HubSpot account too. This automation saves you time by sending details directly to HubSpot, keeping your records consistently organized. It helps in efficiently managing jobs by milestone events and streamlines information flow.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Upload File
Uploads a file to HubSpot File Manager.
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Standard MilestonesRequired
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First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
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